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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,293 | $125,237-62.2% | $105,608-55.2% | $145,877-67.6% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 8.73% | 225.76%-217.0pp | 116.50%-107.8pp | 551.28%-542.6pp |
| Employer contribution / active EE | $10,100 | $3,720+171.5% | $3,167+218.9% | $4,663+116.6% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $206,749 | $17,287+1095.9% | $11,028+1774.7% | $13,402+1442.7% |